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Disclosery

PLANNING DIRECTIONS INC: PLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING DIRECTIONS INC on PLTR, newest first. How the timeline and the estimate are built.

PLANNING DIRECTIONS INC held 2,178 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,178 shares
    Change vs previous 13F +275 shares

    0.12% of the 13F portfolio, value $254,107.

    13F-HR 0000821103-26-000007 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,903 shares
    Change vs previous 13F +428 shares

    0.14% of the 13F portfolio, value $278,371.

    13F-HR 0000821103-26-000005 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,475 shares
    Change vs previous 13F -575 shares

    0.13% of the 13F portfolio, value $262,181.

    13F-HR 0000821103-26-000001 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,050 shares
    Change vs previous 13F +75 shares

    0.2% of the 13F portfolio, value $373,961.

    13F-HR 0000821103-25-000002 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,975 shares
    Change vs previous 13F -1,928 shares

    0.15% of the 13F portfolio, value $269,232.

    13F-HR 0001085146-25-004445 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,903 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $329,413.

    13F-HR 0001085146-25-002474 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).